09/13/2021
Shoreline Wealth Management Launches
They are joined by office support staff member Brittany Forte.
Wealth and Asset Management
09/12/2021
Ruffer launches its first new fund in a decade
Diversified Return fund is a daily liquidity version of its flagship total return fund
09/10/2021
Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million
The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.
09/10/2021
WealthManagement.com Recognizes Top Companies at 2021 Industry Awards
The seventh annual event featured 93 awards presented to 71 companies from a pool of 221 finalists.
09/10/2021
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
09/10/2021
China Wealth Connect With Hong Kong to Kick Off Next Month
Wealth Connect targets affluent region with 70 million people
09/10/2021
Quilter International: Nearly half a million people issued British National Overseas passports
This has seen 64,900 BN(O) visas applied for during the first two quarters of this year according to the National Statistics from UK Home Office.
09/10/2021
Indebted China Evergrande vows to repay all matured wealth management products
Sources told Reuters on Thursday that some creditors had agreed to extensions on loan repayments, but market watchers say that may only buy the company a short period of time.
09/10/2021
Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office From WealthManagement.com
The award recognizes the achievements of Key Family Wealth's Business Advisory Services which has helped dozens of owners successfully transition their privately held businesses over the past several years.
09/09/2021
Citco Opens Centre of Excellence Office in Hyderabad as Part of Regional Expansion
The new office is located in HITEC City, Hyderabad’s international technology hub, with Citco set to move into the new state of the art building in Salarpuria Sattva Knowledge City once construction completes in Q3 2022.
09/09/2021
Sanlam 2021 Interim Results
Sanlam reports strong 2021 interim results.
09/09/2021
Suntera Global makes second Luxembourg acquisition
The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg
09/09/2021
Coutts passes tough regulator test on responsible investing
The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy
09/09/2021
Sanlam exits UK businesses to sharpen focus
The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.
09/09/2021
New Independent Wealth Management Firm Launched
Client portfolios include real estate investments, alternative investments, investments in private deals and private companies, and exposure to digital assets such as Bitcoin and Ethereum.
09/09/2021
Scotiabank seeking to buy U.S. wealth management team or business- CEO
"The U.S. dollar management capability is important to us, it's important to our customer," he said.
09/09/2021
Four UBS advisors in Southern California named to the Forbes/SHOOK Top 250 Wealth Advisors List
We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list
09/08/2021
Why The Wealth Management Industry Has So Much to Gain From AI
Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.
09/08/2021
PE giant snaps up majority stake in leading UK wealth platform
The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.
09/08/2021
Credit Suisse Reveals Greensill Recovery Cost
In early August the bank paid $400 million to investors, bringing the total paid out to $5.9 billion.